Be an early applicantLess than 25 applicants

Company

Original Job Post

Lincoln International · 5 days ago

Vice President, Portfolio Valuations

San Francisco, CA

Full-time

Hybrid

Executive

$175K/yr - $200K/yr

5+ years exp

Wonder how qualified you are to the job?

Maximize your interview chances

BankingFinance

Growth Opportunities

Insider Connection @Lincoln International

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Leading project teams providing valuation and financial advisory services to clients, including determining appropriate valuation methodologies and reviewing financial models for illiquid debt and equity investments, business enterprise valuations and hedge fund/private equity valuations

Providing quality control oversight to engagement teams

Managing, training and developing associates and analysts at the firm

Proactive calling on potential new clients including alternative investment managers (private equity, private credit, BDCs, etc.), financial institutions, privately held business owners and publicly traded companies

Identifying and communicating potential engagements to management and writing business proposals and engagement letters

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Business ValuationsFinancial ModelingValuation ApproachesTeam ManagementCredit MarketsM&A MarketsASC-820IFRS 13Client ManagementMS WordMS ExcelMS PowerPointAnalyticalProblem-SolvingCommunicationLeadershipMulti-TaskingClient InteractionInvestment BankingTransaction ExperienceCPAASACFA

Required

Minimum of five years’ experience in performing business valuations, valuations of illiquid and complex securities, and fairness / solvency opinions

Proficiency in designing financial models for discounted cash flow, market multiple, market transaction, and option pricing analyses

Ability to develop valuation approaches for various forms of securities and unique instruments including equity and debt securities, loans, derivative instruments, structured products and intangible assets

Strong analytical and problem-solving skills and ability to critically analyze companies and understand key business issues, including value drivers and investment risks

Strong verbal and written communication skills

Working knowledge of credit and M&A markets

Experience with successfully managing teams of associates and analysts

Understanding of authoritative guidance related to valuations

ASC-820 and IFRS 13, valuation industry best practices, and emerging issues

Ability to act as a primary point of contact with clients

Ability to effectively multi-task, managing multiple client engagements simultaneously

Confidently and credibly connect with potential new clients and lead client meetings

Excellence in MS Word, Excel and PowerPoint

Bachelor’s or Master's degree in Finance, Accounting or Economics or MBA; strong academic record (both undergraduate and graduate)